Live Webinars
Most financial planners have only heard two versions of the reverse mortgage story — the sales pitch that glosses over the costs, and the outdated warning that treats it as a last…
The first rule of tax planning has always been simple: defer taxes as long as possible. But a growing body of academic research complicates that advice. Some studies show real…
Featuring Wade D. Pfau, Ph.D., CFA, RICP®, this CE-eligible webinar (IAR & CFP) examines how guaranteed lifetime withdrawal benefits can fit within a broader retirement income…
Learning Objectives• Determine the income-tax and additional-tax treatment of distributions from Traditional and Roth IRAs• Evaluate operational procedures for rollovers to and…
Learning Objectives• Classify beneficiaries under the post-SECURE Act framework.• Determine the applicable inherited-account distribution period using the owner’s date of death,…